Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- The A330neo for medium haul or twice the frequency with A321XLR? Part 3 September 19, 2024
- Embraer versus Boeing JV arbitration decision results in $150m cash payment September 16, 2024
- Why the IAM 751 rejected the Boeing contract and what is needed for approval September 16, 2024
- Boeing CFO: we want to negotiate; taking steps to preserve cash September 13, 2024
- Bjorn’s Corner: New engine development. Part 24. New versus old, GTF versus V2500 September 13, 2024
Pontifications: Engine makers’ business model needs overhaul
May 2, 2023, © Leeham News: The business models for engine makers for decades have been simple: deeply, deeply discount the engines on the sale and make up the revenue and profits on the maintenance, overhaul, and repair… Read More
A deep dive into the twin-aisle market
Subscription Required By Vincent Valery Introduction Feb. 20, 2023, © Leeham News: Last month, LNA analyzed the single-aisle market order opportunities for Airbus, Boeing, COMAC, Embraer, and UAC. We now focus on the twin-aisle duopoly of Airbus and… Read More
Farnborough Air Show winds up with post-pandemic slow pace
By Scott Hamilton July 22, 2022, © Leeham News: The Farnborough Air Show produced little in the way of headline news. But Boeing comes away with some momentum. Airbus announced a big order on July 1, well ahead… Read More
Airbus, Boeing, Embraer, ATR orders at Day Two of Farnborugh
By Alex Derber (c) Airfinance Journal, July 19, 2022 Commercial aircraft – Airline investor 777 Partners placed firm orders for 30 737 Max 8200 aircraft and agreed to a further 36 commitments for the high-density Max model. The… Read More
Boeing monopolizes Day 1 at Farnborough Air Show
By Alex Derber (c) Airfinance Journal July 18, 2022: A sweltering first day at the 2022 Farnborough air show produced only a trickle of orders, with much of what was announced having been extensively trailed in recent weeks…. Read More
Assessing passenger airline fuel efficiency
Subscription Required By Vincent Valery Introduction April 4, 2022, © Leeham News: Fuel prices abruptly increased just as travel restrictions started easing after the Covid-19 Omicron wave. The oil price increase accelerated after the Russian invasion of Ukraine…. Read More
Major upcoming carrier re-fleetings
Subscription Required By Vincent Valery Introduction July 26, 2021, © Leeham News: As passenger traffic in the USA recovers, carriers’ operating cash flow turned consistently positive. With increased confidence in a sustainable passenger recovery, some airlines started ordering… Read More
United orders 200 Boeing 737 MAXes, 70 Airbus A321neos
By the Leeham News Team June 29, 2021, © Leeham News: United Airlines today announced its order for 200 Boeing 737 MAXes and 70 Airbus A321neos. The size and split of the order were first reported by Airfinance… Read More
Diverging financial fortunes for Airlines and Lessors
Subscription Required By Vincent Valery Introduction Air Lease Corporation A321 XLR Rendering Credit: Airbus April 5, 2021, © Leeham News: Most airlines and lessors that publish their financial results publicly have done so for 2020. The COVID-19 pandemic… Read More